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WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $302M
1-Year Est. Return 26.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2M
3
+$1.98M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.8M
5
BBY icon
Best Buy
BBY
+$1.65M

Top Sells

1
+$3.78M
2
+$3.19M
3
+$1.03M
4
KHC icon
Kraft Heinz
KHC
+$897K
5
BNY
Bank of New York Mellon
BNY
+$517K

Sector Composition

1 Technology 28.99%
2 Financials 11.4%
3 Communication Services 9.39%
4 Consumer Discretionary 8.65%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BMY icon
26
Bristol-Myers Squibb
BMY
$113B
$4.39M 1.45%
72,334
-140
NVDA icon
27
NVIDIA
NVDA
$4.96T
$4.33M 1.43%
24,833
+400
PSC icon
28
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$2.2B
$4.26M 1.41%
74,284
-1,293
MDT icon
29
Medtronic
MDT
$100B
$4.03M 1.33%
46,526
+2,130
HELO icon
30
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.05B
$4.01M 1.33%
62,747
+2,913
MMM icon
31
3M
MMM
$83B
$4M 1.32%
27,570
+9,015
BX icon
32
Blackstone
BX
$153B
$3.98M 1.32%
34,622
+5,899
HD icon
33
Home Depot
HD
$327B
$3.84M 1.27%
11,689
-180
CBOE icon
34
Cboe Global Markets
CBOE
$26.7B
$3.34M 1.1%
11,877
-185
GD icon
35
General Dynamics
GD
$98.1B
$3.23M 1.07%
9,411
-110
UBER icon
36
Uber
UBER
$144B
$3.05M 1.01%
42,468
+6,050
CRM icon
37
Salesforce
CRM
$127B
$2.85M 0.94%
15,256
+400
IGSB icon
38
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.1B
$2.78M 0.92%
52,912
+226
MXI icon
39
iShares Global Materials ETF
MXI
$357M
$2.63M 0.87%
24,793
+7,875
PFE icon
40
Pfizer
PFE
$148B
$2.57M 0.85%
91,369
-6,725
XLB icon
41
State Street Materials Select Sector SPDR ETF
XLB
$8.03B
$2.47M 0.82%
49,454
-700
NEE icon
42
NextEra Energy
NEE
$179B
$2.45M 0.81%
26,331
-500
TU icon
43
Telus
TU
$18.2B
$2.15M 0.71%
167,630
+17,630
NOW icon
44
ServiceNow
NOW
$98.5B
$2.08M 0.69%
19,885
+3,615
SPOT icon
45
Spotify
SPOT
$93.7B
$2.06M 0.68%
4,248
+825
O icon
46
Realty Income
O
$56.5B
$2.03M 0.67%
33,160
+2,295
TFC icon
47
Truist Financial
TFC
$60B
$1.98M 0.66%
43,127
-3,475
ACI icon
48
Albertsons Companies
ACI
$7.13B
$1.94M 0.64%
+113,850
ZTS icon
49
Zoetis
ZTS
$32.4B
$1.91M 0.63%
+16,145
V icon
50
Visa
V
$628B
$1.84M 0.61%
6,103
+925
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